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            Subagent: Financial Account Statement

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            3. Financial Services Cloud Admin Guide

            Subagent: Financial Account Statement

            Assists service reps capture client requests to order copies of their checking or savings account statements. Collects details such as the selected account, statement period (predefined or custom dates), and delivery method (Email or Post). Confirms all details of the request and creates a case for fulfillment.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition. Requires each user to have the Agentforce for Financial Services add-on to access the action.
            User Permissions Needed
            To configure and use address update subagent:

            Financial Services Cloud Extension OR FSC Service

            AND

            Access Banking Service Assistance
            To use Agentforce Employee Agent: Manage AI Agents and Manage Agentforce Employee Agents

            Subagent Details

            API Name AccountStatementRequest
            Included Agent Actions

            Query Records

            Get Topic Config

            Get Financial Accounts for an Account

            Get Financial Account Addresses

            Create Case for Request Statement Copies

            Required Setup

            Examples of Utterances That Trigger This Subagent

            • "Can you send me my transaction history for the last three months?"
            • “Get me my account statement.”
             
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